Ivy Advantus Real Fund Quote

IREIX Fund  USD 18.17  0.28  1.52%   

Performance

6 of 100

 
Weak
 
Strong
Modest

Odds Of Distress

Less than 21

 
High
 
Low
Low
Ivy Advantus is trading at 18.17 as of the 3rd of December 2024; that is 1.52 percent decrease since the beginning of the trading day. The fund's open price was 18.45. Ivy Advantus has about a 21 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Ivy Advantus Real are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 4th of October 2024 and ending today, the 3rd of December 2024. Click here to learn more.
The fund to achieve its objective by investing, under normal circumstances, at least 80 percent of its net assets, plus any borrowings for investment purposes, in the securities of companies in the real estate or real estate-related industries. Real estate securities include securities offered by issuers that receive at least 50 percent of their gross revenue from the construction, ownership, leasing, management, financing or sale of residential, commercial or industrial real estate.. More on Ivy Advantus Real

Moving together with Ivy Mutual Fund

  0.78DX Dynex CapitalPairCorr
  0.69HR Healthcare Realty TrustPairCorr
  0.65OZ Belpointe PREP LLCPairCorr

Moving against Ivy Mutual Fund

  0.31AHT-PF Ashford Hospitality TrustPairCorr

Ivy Mutual Fund Highlights

Fund ConcentrationIvy Funds, Large Funds, Real Estate Funds, Real Estate, Ivy Funds (View all Sectors)
Update Date31st of December 2024
Ivy Advantus Real [IREIX] is traded in USA and was established 3rd of December 2024. Ivy Advantus is listed under Ivy Funds category by Fama And French industry classification. The fund is listed under Real Estate category and is part of Ivy Funds family. This fund currently has accumulated 462.15 M in assets under management (AUM) with no minimum investment requirementsIvy Advantus Real is currently producing year-to-date (YTD) return of 15.87% with the current yeild of 0.03%, while the total return for the last 3 years was 0.71%.
Check Ivy Advantus Probability Of Bankruptcy

Instrument Allocation

Top Ivy Advantus Real Mutual Fund Constituents

HSTHost Hotels ResortsStockReal Estate
EQREquity ResidentialStockReal Estate
CPTCamden Property TrustStockReal Estate
WELLWelltowerStockReal Estate
AMHAmerican Homes 4StockReal Estate
VTRVentas IncStockReal Estate
UDRUDR IncStockReal Estate
SUISun CommunitiesStockReal Estate
More Details

Ivy Advantus Top Holders

PFSEXRiskproreg 30 FundMutual FundWorld Large-Stock Blend
More Details

Ivy Advantus Real Risk Profiles

Ivy Advantus Against Markets

Other Information on Investing in Ivy Mutual Fund

Ivy Advantus financial ratios help investors to determine whether Ivy Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Ivy with respect to the benefits of owning Ivy Advantus security.
Theme Ratings
Determine theme ratings based on digital equity recommendations. Macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance
Instant Ratings
Determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance
Piotroski F Score
Get Piotroski F Score based on the binary analysis strategy of nine different fundamentals
Positions Ratings
Determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance